See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,251 |
STRATOS WEALTH PARTNERS2 years Filed as: STRATOS WEALTH PARTNERS LTD Service code 27 · EIN 26-3574763 | Advisory (Plan) | $32,506 |
NOVA 401(K) ASSOCIATES1 year Service code 49 · EIN 20-1181458 | Other Services | $4,970 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,402 | $89,652+4.2% | $141,162-33.8% | $65,185+43.3% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.5%+14.8pp | 70.2%+27.1pp |
| Annual return | 20.90% | 32.79%-11.9pp | 71.39%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,123 | $3,065-30.7% | $4,735-55.2% | $2,177-2.5% |
| Participant deferral / active EE | $9,339 | $5,691+64.1% | $6,709+39.2% | $3,514+165.8% |
| Admin fee / account holder | $466 | $569-18.0% | $10,261-95.5% | $847-45.0% |